West Financial Management West Financial Management Co. LTD 01752 228382    info@westfm.biz

Client Survey
Retail Distribution Review (RDR) 		August 2009

* Name:   * E-mail:
*Optional, you may leave these blank if you prefer.
Important Not Important Neutral
1 Would you value an annual review meeting?
2 Would you value an annual meeting to sort paper work received to date?
3 Would you value an annual policy valuation of all existing policies?
4 Is a highly qualified financial planner important?
5 Is it important to you to get on with your financial planner?
6 Would you like to attend educational seminars?
7 Would corporate hospitality be of intertest to you?
8 Would you appreciate an annual gift, i.e. calendar?
9 Do you prefer to be recommended what action to take rather than be given choices?
10 Would you like to have the opportunity to plan your investment and financial planning more frequently than once per year?
11 Would you prefer to have more analytical presentation of your current and future financial planning?
12 Would you prefer home visits?
13 Would you prefer office visits?
14 Do you value having your financial information updated each year, i.e. full financial planning questionnaire?


1. What I/we appreciate and value the most is.



2. What I/we do not appreciate and value is.


Any Other Comments: